|
1
|
LPL Financial
San Diego,
California
|
$46.9M
|
-$6.26M
|
-130,669
|
-12%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$25.6M
|
-$907K
|
-18,929
|
-3%
|
|
|
3
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$23M
|
+$2.19M
|
+45,710
|
+10%
|
|
|
4
|
|
$22.1M
|
+$8.82M
|
+184,246
|
+66%
|
|
|
5
|
|
$19.6M
|
+$14.7M
|
+307,238
|
+297%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
-$2.59M
|
-53,987
|
-15%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.9M
|
+$659K
|
+13,754
|
+5%
|
|
|
8
|
TT Capital Management
Coto De Caza,
California
|
$13.7M
|
+$3.54K
|
+74
|
+0%
|
|
|
9
|
Destiny Wealth Partners
Tavares,
Florida
|
$13.5M
|
+$230K
|
+4,807
|
+2%
|
|
|
10
|
Independent Financial Group
San Diego,
California
|
$13.1M
|
+$546K
|
+11,391
|
+4%
|
|
|
11
|
EPIQ Partners
Minneapolis,
Minnesota
|
$12.1M
|
+$416K
|
+8,679
|
+4%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$10.1M
|
+$3.16M
|
+66,010
|
+45%
|
|
|
13
|
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
$9.56M
|
–
|
–
|
–
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$9.23M
|
+$419K
|
+8,757
|
+5%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$9.03M
|
+$128K
|
+2,678
|
+1%
|
|
|
16
|
WT Wealth Management
Scottsdale,
Arizona
|
$8.66M
|
-$2.42M
|
-50,618
|
-22%
|
|
|
17
|
Summit Financial
Parsippany,
New Jersey
|
$8.4M
|
+$681K
|
+14,211
|
+9%
|
|
|
18
|
|
$8.34M
|
-$20.7M
|
-432,883
|
-71%
|
|
|
19
|
Nilsine Partners
Greenwood Village,
Colorado
|
$7.31M
|
+$876K
|
+18,283
|
+14%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.29M
|
-$2.81M
|
-58,639
|
-28%
|
|
|
21
|
CacheTech Inc
Logan,
Utah
|
$7.25M
|
-$25.2M
|
-526,006
|
-78%
|
|
|
22
|
Adams Wealth Management
Logan,
Utah
|
$6.9M
|
-$24.3M
|
-508,190
|
-78%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.34M
|
+$276K
|
+5,755
|
+5%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.95M
|
+$1.33M
|
+27,847
|
+29%
|
|
|
25
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.81M
|
+$676K
|
+14,120
|
+13%
|
|
